KROUSE STUREMAN & ASSOCIATES, INC.
Firm details
- Headquarters
- FORT WAYNE, Indiana
- CRD number
- 130679
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Krouse Stureman & Associates, Inc. is an independent registered investment advisor owned by an individual operator and focused on serving individual and family clients. The firm combines financial planning with discretionary portfolio management for individuals, small businesses and institutional clients, and it also offers pension consulting. It acts as an insurance broker and places annuity products as part of client solutions. Fee arrangements include a percentage of assets under management and hourly charges for planning or advisory work. The firm's reported positioning shows a clear tilt toward equities as the primary allocation theme.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Contacts
2 of 2ANTONY STUREMAN
President and Investment Advisor RepresentativeCRD 2945354
RICHARD KROUSE
Vice PresidentCRD 4052335
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FORT WAYNE, IN
ALLEN
Location
FORT WAYNE, IN
Headquartered in FORT WAYNE, IN, anchoring the Fort Wayne-Huntington-Auburn, IN metro in the Midwest.
- Metro area
- Fort Wayne-Huntington-Auburn, IN
- Region
- Midwest
- County
- ALLEN
- Address
- 6079 Stoney Creek Dr
- Time zone
- ET (UTC-5)
- Office locations
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